LGT Financial Advisors’s Shell SHEL Stock Holding History

LGT Financial Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-83	Closed	-$5.34K	–	967
2023 Q3	$5.34K	Buy	+83	New	+$5.17K	0.01%	602

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LGT Financial Advisors's SHEL Position: Q4 2023 in Review

LGT Financial Advisors sold out of Shell (SHEL) in Q4 2023, closing a stake of 83 shares — an estimated $5.34K sold.

LGT Financial Advisors first reported a position in SHEL in Q3 2023 and held it in 1 quarter. The position peaked at $5.34K in Q3 2023. 1,314 funds tracked by Wall St. Rank hold SHEL as of Q4 2023.

LGT Financial Advisors reported no remaining Shell position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 83 Shell shares in Q4 2023, an estimated $5.34K.
LGT Financial Advisors first reported a position in Shell in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's Shell position peaked at $5.34K in Q3 2023.
1,314 funds tracked by Wall St. Rank held Shell as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.